PFA

Professional Financial Advisors Portfolio holdings

AUM $490M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.94M
3
+$2.55M
4
KKR icon
KKR & Co
KKR
+$915K
5
DLTR icon
Dollar Tree
DLTR
+$906K

Top Sells

1
+$10.6M
2
+$924K
3
+$858K
4
NOW icon
ServiceNow
NOW
+$409K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$394K

Sector Composition

1 Financials 4.73%
2 Industrials 3.2%
3 Technology 3.15%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
67
352
$3K ﹤0.01%
+26
353
$3K ﹤0.01%
+105
354
$3K ﹤0.01%
+45
355
$3K ﹤0.01%
25
356
$3K ﹤0.01%
150
357
$3K ﹤0.01%
29
-14
358
$3K ﹤0.01%
233
+56
359
$3K ﹤0.01%
50
360
$3K ﹤0.01%
71
361
$3K ﹤0.01%
500
362
$3K ﹤0.01%
50
363
$2K ﹤0.01%
75
364
$2K ﹤0.01%
52
365
$2K ﹤0.01%
100
366
$2K ﹤0.01%
+67
367
$2K ﹤0.01%
+44
368
$2K ﹤0.01%
51
369
$2K ﹤0.01%
24
370
$2K ﹤0.01%
35
371
$2K ﹤0.01%
6
372
$2K ﹤0.01%
6
373
$2K ﹤0.01%
37
374
$2K ﹤0.01%
33
+1
375
$2K ﹤0.01%
7
13 14
15
16 17